PolicyFX
For Canadian importers, distributors, and manufacturers with CAD 10M to 100M in revenue and USD 1M to 50M in annual FX flow.
2 months free
14-day free trial, card required. Cancel before renewal.
2 months free
14-day free trial, card required. Cancel before renewal.
CAD 149 per client per month with the Governance feature set. First client free forever. Minimum 3 active clients after the first. White-label board packs show the firm logo and advisor name. One consolidated monthly invoice. Provisioning is manual at launch.
| Capability | Core | Governance |
|---|---|---|
| Monthly | CAD 299 | CAD 499 |
| Annual | CAD 2,990 (2 months free) | CAD 4,990 (2 months free) |
| Entities | 1 | Up to 3 |
| Currency pairs | USD/CAD only | All supported pairs |
| Policy engine + recommendations | Yes | Yes |
| Rolling hedge calendar (Plan 21.1) | Yes | Yes |
| Coverage drift alerts (Plan 21.2) | Yes | Yes |
| Decision audit trail (Plan 21.3) | No | Yes |
| Quarterly board pack (Plan 21.4) | No | Yes |
| White-label board pack | No | No (partner exclusive) |
The 14-day free trial requires a card. Stripe starts the selected monthly or annual subscription when the trial ends unless you cancel first.
Yes. Billing changes are handled through Stripe. A switch to Core is available after usage is within its one-entity and USD/CAD limits.
PolicyFX compares your exposures and hedge coverage with the policy your team sets. It provides policy signals and records decisions, not financial advice.
No. PolicyFX does not execute, quote, arrange, or earn spread on FX trades. You execute with your own bank or broker.
PolicyFX stores application data in Canada in the ca-central-1 region, with tenant isolation enforced at the database layer.
Partner firms receive the first client free forever, then pay CAD 149 per active client per month on one consolidated monthly invoice. The program is provisioned manually at launch.